Ideas

On the new update, where users do not have access to nominals/accounts, they can still 'see' them except they are 'greyed' out. This is sometimes hard to browse through nominals/accounts as they will have to scroll past the nominals/accounts, they...

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.

For users without an authenticator app and relying on the email notification, these only being valid for 30 seconds to 1 minute (this is how live chat described it) is not long enough as it could take longer than this to deliver. Could the validit...

Please can Force Review be enabled as default to prevent human error and notifications being sent from the system prematurely. Whilst Implementation consultants should be enabling this, it is easy to miss and always needs to be enabled at the begi...

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.

Banner

Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?